EPU
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.4% ·
aandelenstroom -4.8% ·
netto nieuwe posities -12.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | -2 | 3.66M | $305.36M | +1 | −4 |
| Q1 2026 | 29 | +7 | 3.85M | $310.64M | +7 | n/a |
| Q4 2025 | 22 | 0 | 1.94M | $140.01M | +1 | −1 |
| Q3 2025 | 3 | +1 | 195.39K | $12.02M | +1 | n/a |
| Q1 2025 | 1 | 0 | 9.84K | $431,965 | n/a | n/a |
| Q4 2024 | 1 | -1 | 20.86K | $826,148 | n/a | −1 |
| Q3 2024 | 2 | +1 | 21.26K | $918,136 | +1 | n/a |
| Q2 2024 | 1 | n/a | 7.82K | $314,478 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Nova Scotia | 2.90M | 0.0% | $242.30M | 0.4% | Held | 3 | SEC ↗ |
| 2 | Jane Street Group, Llc | 142.12K | -50.2% | $11.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 138.39K | -12.7% | $11.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | UBS Group AG | 110.67K | -18.0% | $9.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 67.54K | -8.0% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Citadel Advisors ✦ | 60.60K | -8.3% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 50.64K | -5.6% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Korea Investment CORP | 39.02K | 0.0% | $3.26M | 0.0% | Held | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 35.19K | Nieuw | $2.94M | 0.0% | New | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 29.00K | -16.6% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 17.77K | +17.1% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 15.18K | +483.9% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 11.56K | -48.9% | $965,305 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Man Group plc | 7.62K | +156.4% | $635,936 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 6.97K | -4.5% | $582,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Bank Of America Corp /De/ | 6.16K | +146.0% | $513,930 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Bank of New York Mellon Corp | 4.19K | -25.2% | $349,847 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Creative Planning | 4.00K | 0.0% | $334,167 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 3.04K | -10.6% | $253,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 2.91K | 0.0% | $242,735 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 2.44K | -55.0% | $203,330 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 125 | -55.8% | $10,308 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 23 | Rockefeller Capital Management L.P. | 31 | 0.0% | $2,589 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Blair William & Co/Il | 28 | 0.0% | $2,338 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Zurcher Kantonalbank (Zurich… | 17 | 0.0% | $1,410 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Cetera Investment Advisers | $2.94M | 0.0% |
Verlaten
| BlackRock | $1.52M | was 0.0% |
| HighTower Advisors, LLC | $487,983 | was 0.0% |
| Qube Research & Technologies… | $73,769 | was 0.0% |
| UBS AM, a distinct business… | $7,022 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 4.40M aandelen, $350.38M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.